Insight-based advice

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Jamie has gained broad-based experience in the 20+ years he has spent in the financial services industry, particularly in serving the wealth management needs of affluent individuals, their families and their businesses. He has earned the designation of CERTIFIED FINANCIAL PLANNER® (CFP®), which is recognized as the standard of excellence for competent and ethical personal financial planning.

Being a family business and building on what his father started in 1980, he has built a team that strives to treat clients like family and build long-lasting relationships based on trust and personalized advice.  Jamie looks to assist clients with simplifying their financial lives, making better financial and investment decisions, and preserving and growing their wealth over multiple generations. 

Jamie earned a B.A. in economics from Davidson College, where he was a pitcher on the Division I baseball team. He earned a Certificate of Financial Planning from the School of Financial Planning at Merrimack College.  Prior to joining UBS in 2005, Jamie worked for CCBN, a market data provider that was acquired by Thomson Financial.

Jamie also gives back to his community, focusing his efforts on education organizations. He is a member of the Boston Leaders for Education, which works to increase the number of high quality schools across Massachusetts. Jamie is also involved with Year Up Boston and is the founder of their annual 3-on-3 Basketball Tournament.

Jamie and his wife, Jessica, live in Hingham, MA with their children, Connor, Ryann and Lucy. He enjoys coaching youth sports, playing basketball and skiing with his family.

NMLS# 1233054

• Davidson College, B.A. in Economics

• CERTIFIED FINANCIAL PLANNER®

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Matt Bechtel has been a financial advisor with UBS since 2007. During his career, Matt has obtained the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, allowing him to provide clients with holistic and comprehensive financial guidance and investment advice. Matt looks after his clients' overall financial well-being and helps organize, plan and manage every aspect of their financial affairs. Matt believes coordination and communication between a client and all of their trusted advisors is imperative. 

Matt and his business partner, Jamie McDonald, have known each other for over 25 years. They realize the importance of trust in a relationship and strive to earn the same trust they have with each other with their clients.

Matt and his wife, Molly, live in Wellesley with their daughter, Caroline, and sons, Whit & Hugh. Matt is very involved in the community, primarily focusing on Team Fox Boston Professionals, a group Matt co-founded in 2013 to help fundraise for the Michael J. Fox Foundation. A graduate of Syracuse University, Matt is a diehard Orange fan.  

NMLS# 1844633

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Syracuse University

• CERTIFIED FINANCIAL PLANNER®

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Haley Tyrrell joined The McDonald Bechtel Group in 2019 and serves as the team's Wealth Management Associate. She graduated from The D'Amore-McKim School of Business at Northeastern University in Boston, Massachusetts, earning a Bachelor of Science in Business Administration with a concentration in Finance.

During her time at Northeastern, Haley completed two cooperative education programs, intertwining a full year of work experience into her academic curriculum. She engaged in the marketing operations of Natixis Investment Managers as they underwent a company rebrand, and gained diverse industry knowledge as a Case Team Assistant at L.E.K. Consulting.

As a CERTIFIED FINANCIAL PLANNER®, Haley is dedicated to helping clients navigate complex financial decisions with both clarity and confidence. Haley is passionate about building lasting relationships based in trust, transparency, and attentive service, and she strives to provide the highest level of guidance with a strong commitment to her clients’ financial success.

Haley currently resides in Boston, Massachusetts. She has a passion for Italian cooking and enjoys spending time with her family in Kennebunkport, Maine in the summer. Along with her CFP® certification, Haley also holds her Series 7 and Series 66 securities licenses.

• D'Amore-McKim School of Business at Northeastern University in Boston, Massachusetts, Bachelor of Science in Business Administration with a concentration in Finance

• CERTIFIED FINANCIAL PLANNER®

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Alessandra joined The McDonald Bechtel Group in July 2024 and serves as the team’s Senior Client Associate. She graduated from Colby College in Waterville, Maine, earning a B.A. in Economics with a concentration in Financial Markets and a minor in Data Science.

During her time at Colby, Alessandra was the captain of the Women’s Soccer team and actively participated in organizations such as Women in Economics and various mentorship programs, reflecting her leadership and commitment to community engagement. Prior to joining The McDonald Bechtel Group, Alessandra gained valuable experience at the UBS Wealth Advice Center, where she developed a strong foundation in both administrative operations and investment planning.

As a CERTIFIED FINANCIAL PLANNER®, Alessandra takes a comprehensive approach to helping clients organize, plan, and achieve their financial goals. She is committed to building lasting relationships with our clients and their families, and her meticulous attention to detail and hard work ethic ensures smooth operational processes and exceptional service. Alessandra also holds her Series 7 and 66 licenses.

Originally from Locust Valley, New York, Alessandra now resides in Boston, Massachusetts. In her free time, Alessandra enjoys yoga, running, and cooking.

• Colby College, Colby College, B.A. in Economics with a concentration in Financial Markets and a minor in Data Science

• CERTIFIED FINANCIAL PLANNER®

• MA

Sean Brennan joined The McDonald Bechtel Group in April 2025 as a Client Service Associate. Sean is a graduate of Xavier University in Cincinnati, Ohio, where he earned a B.A. in Finance with a minor in Accounting.

While at Xavier, Sean gained hands-on experience in the financial services industry through internships at UBS in both his junior and senior years. He supported a wealth management team while balancing a full academic schedule. This experience gave him valuable insight into the industry and a deeper understanding of how firms like UBS differentiate themselves in a competitive landscape.

Prior to joining our team, Sean worked at Westfield Capital Management as an Operations Associate. In that role, he supported daily operations and ensured the accuracy of client accounts. His strong attention to detail and operational expertise allow him to deliver reliable, high-quality service to our clients.

Originally from Hingham, Massachusetts, Sean now resides in South Boston. Outside of work, he enjoys golf, basketball, cooking, spending time outdoors, and following Boston sports teams. Sean is a proud Francis Ouimet Scholar, recognized for his dedication as a caddie at Boston Golf Club. He values time with family and friends and brings that same sense of connection and dedication to his work with clients.

• Xavier University, B.S. in Finance: 2019 - 2023